52
52
Mar 7, 2013
03/13
by
CNBC
tv
eye 52
favorite 0
quote 0
systems, pete, why is cisco systems one of your picks? >> we are seeing that the acceleration of death and wire line and cisco is a supplier of internet hardware safety in terms of internet commerce. that's an area where we think there is more spending. cisco hasn't participated in this rally. great balance sheet. we think earnings estimates begin to accelerate going forward. it is great to get paid while waiting. >> barry and pete, thank you for joining us. in the meantime, a big jobs number tomorrow. it may not matter much to markets on this record shattering week. but that doesn't mean there isn't a winning trade. the dollar could be the ticket whether the payroll's number is good or bad. let's bring in cnbc contributor. >> i think this is one of those win/win situations very rare in the currency markets. payroll is expected by the consensus to come in at 160,000 tomorrow. so the dollar strength, either weak, you know, either weaker strong payroll scenario is most likely to happen if you get a strong upside surprise in the sense that y
systems, pete, why is cisco systems one of your picks? >> we are seeing that the acceleration of death and wire line and cisco is a supplier of internet hardware safety in terms of internet commerce. that's an area where we think there is more spending. cisco hasn't participated in this rally. great balance sheet. we think earnings estimates begin to accelerate going forward. it is great to get paid while waiting. >> barry and pete, thank you for joining us. in the meantime, a big...
137
137
Mar 6, 2013
03/13
by
KQED
tv
eye 137
favorite 0
quote 0
in are cisco systems, travellers and united health. a different dow for a different time. be sure not every stock is up. hewlett-packard alone in the dow components lost money off 22%. let's say you had perfect timing and you put $1,000 into the following dow companies when the bull started run back in march of '09. in caterpillar which is up 286% you would be looking at $28,060 today. home depot, 2910. and american express up 513% you would have a stash worth more than $500. might we all be so lucky. with the dow up 9% this year even after it gained all of last year when the dow surges so smartly investors naturally want to know where the heck are we. near the beginning, middle or end of a bull market? bob pisani now with a history lesson on how the markets reacted following previous record high closings. >> reporter: so we finally made it, historic highs on the dow industrials. but now what? stock bulls are saying that this could be the start of a sustainable bull market that could last for several years. their main arguments first the fed is back stopping the economy th
in are cisco systems, travellers and united health. a different dow for a different time. be sure not every stock is up. hewlett-packard alone in the dow components lost money off 22%. let's say you had perfect timing and you put $1,000 into the following dow companies when the bull started run back in march of '09. in caterpillar which is up 286% you would be looking at $28,060 today. home depot, 2910. and american express up 513% you would have a stash worth more than $500. might we all be so...
142
142
Mar 7, 2013
03/13
by
CNBC
tv
eye 142
favorite 0
quote 0
cisco, it's no longer crisco. the cisco kid is once given a friend of mine. lots of people are still skeptical of this market. you ever hear those people? me? this leadership tells me this market can withstand that 5% decline everyone is waiting for and bounce back with a vengeance. you don't need to sell. there will be battles lost and retreats to lick our wounds on the way to triumph in the war against the bears. the bottom line -- it's look grant, ridgeway, perjing, ike and we should follow them into the heat of battle knowing they represent the best of what america has to offer. i'd like to go to elizabeth in florida. >> gary: i'm calling about aeae aeroenvironment. they're hurting due to cutbacks and delays in defense building. but this company is expanding reach to include drones for fire prevention, law enforcement, news, weather. i always rely on fundamentals but this stock feels like a stealth opportunity. so, cramer, do i buy more, glide or push the ejection button? >> listen, sunshine, the ejection button is perfect. you might as well be sitting ne
cisco, it's no longer crisco. the cisco kid is once given a friend of mine. lots of people are still skeptical of this market. you ever hear those people? me? this leadership tells me this market can withstand that 5% decline everyone is waiting for and bounce back with a vengeance. you don't need to sell. there will be battles lost and retreats to lick our wounds on the way to triumph in the war against the bears. the bottom line -- it's look grant, ridgeway, perjing, ike and we should follow...
596
596
Mar 21, 2013
03/13
by
CNBC
tv
eye 596
favorite 0
quote 0
the big loser was cisco. and as you pointed out, maria, probably a reflection of what happened with oracle last night in those earnings. that's down 3.7%. oracle, itself, has been the worst performer among the s&p 500 stocks today, down about 10% today. >> we're keeping one eye on cyprus, but also keeping one eye on the earnings stories. oracle is one of the disasters we're seeing wi, down 9.5%. fedex is another one, which destroyed the transportation average and the bill rally we were seeing. is this a precursor to what we're going to see in a week and a half when the earnings begin rolling in? alan valdez is with us to talk more about the earnings picture. are you hearing concerns from clients in terms of cutting into the profit picture for the s&p 500, given what we're seeing from oracle and fedex? >> no question about it. and cyprus is one of the reasons because of the strong dollar now. we're seeing is a much stronger dollar, plays into those multi-nationals now, a strong dollar hurts them in the long ru
the big loser was cisco. and as you pointed out, maria, probably a reflection of what happened with oracle last night in those earnings. that's down 3.7%. oracle, itself, has been the worst performer among the s&p 500 stocks today, down about 10% today. >> we're keeping one eye on cyprus, but also keeping one eye on the earnings stories. oracle is one of the disasters we're seeing wi, down 9.5%. fedex is another one, which destroyed the transportation average and the bill rally we...
147
147
tv
eye 147
favorite 0
quote 0
you may remember cisco originally had the trademark for the iphone name. good thing apple got it's hands on it. dan and carolyn, back to you. >> emily, thanks. a 12-year-old boy says he's not a hero. he rescued his little sister from a frigid pond. 8-year-old sammy buck went ice skating in her backyard and fell through the ice. big brother, tony sprang into action. >> i began by taking my arm under her shoulders. i grabbed her coat hood. >> i thought i wasn't going to survive. i was cold. >> tony fell through the ice. their father thrashed a path to reach both children. tony never let go of his sister. sammy stopped breathing but paramedics revived her. >> what a great brother. >> yes. he is. >> let's turn our attention to weather. storm on the way in. >> it's just beginning to fall now. so it's getting close. by oh, mid evening, we'll see it here in san francisco. let me give you a view whereof the system is now at the moment. rain north and west of clover dale. so let me give you a view of where the rain is falling now. areas in the northwestern corner,
you may remember cisco originally had the trademark for the iphone name. good thing apple got it's hands on it. dan and carolyn, back to you. >> emily, thanks. a 12-year-old boy says he's not a hero. he rescued his little sister from a frigid pond. 8-year-old sammy buck went ice skating in her backyard and fell through the ice. big brother, tony sprang into action. >> i began by taking my arm under her shoulders. i grabbed her coat hood. >> i thought i wasn't going to survive....
92
92
Mar 21, 2013
03/13
by
FBC
tv
eye 92
favorite 0
quote 0
today, cisco systems was downgraded at sbr capital. cut from underperform to market perform and lowered the price target $17 from $22. on the dow jones industrial average only two names are actually in the green today. wal-mart and boeing. everything else is red, stuart, and led by the number one loser cisco systems. stuart: thanks, nicole. maybe the dow is so much lower because i've got to say that the bailout situation in cyprus continues to unravel. european central bank has given the country about four days, get your act together or you don't get any kind of bailout money and it seems to be that vladimir putin and the russian mob, those guys against angela merkel and the germans, that seems to be setting up shop there. kristin joins us. do you have some experience in this area? >> a little bit. and you look the at the way that russia promotes interest around the world and we see this in cyprus. cyprus made a decision in the '90s, a communist pro russian money a lot of illicit money. stuart: russian mob money. >> and russian tax mon
today, cisco systems was downgraded at sbr capital. cut from underperform to market perform and lowered the price target $17 from $22. on the dow jones industrial average only two names are actually in the green today. wal-mart and boeing. everything else is red, stuart, and led by the number one loser cisco systems. stuart: thanks, nicole. maybe the dow is so much lower because i've got to say that the bailout situation in cyprus continues to unravel. european central bank has given the...
66
66
Mar 6, 2013
03/13
by
CNBC
tv
eye 66
favorite 0
quote 0
. >> cisco. much rather cisco than microsoft. >> at least john chambers has a game plan. we're not sure what microsoft is going to do in terms of turning themselves around. >> what about gm? all right? the ceo is coming up on the program in exclusive interview. what about the stock? >> i'm not a fan of the stock. a lot of hedge funds have it. you have the overhang of the government still. they're really having problems in europe. i mean, that is the biggest question i have to the ceo. how will they reverse the losses? they can do great things here in the states and china growing. that's a problem there. >> exxon, anybody? >> that's one of the only ones on the list besides microsoft that's tempting. i haven't done anything. >> what's the risks of the bull market rally? chief international correspondent michelle caruso-cabrera is here with that. >> the quality of the underlying fundamentals, a lot of people say the biggest critics of the rally say this is driven by ben bernanke and looking at the actual underlying economy, the fundamentals aren't that good and some point pe
. >> cisco. much rather cisco than microsoft. >> at least john chambers has a game plan. we're not sure what microsoft is going to do in terms of turning themselves around. >> what about gm? all right? the ceo is coming up on the program in exclusive interview. what about the stock? >> i'm not a fan of the stock. a lot of hedge funds have it. you have the overhang of the government still. they're really having problems in europe. i mean, that is the biggest question i...
175
175
Mar 5, 2013
03/13
by
CNBC
tv
eye 175
favorite 0
quote 0
cisco owned the internet. and ibm supposedly yesterday's news, about to lose its revenue crowned to hp. fast-forward to today and it looks like this. microsoft and intel trade where they did then, stifled by a shrinking pc market. cisco has risen, fallen and stabilized. ibm continued to ride high in enterprise tech, flexing its big data muscle. outside the dow, the story of the past 5 1/2 years is mobile and clout. a couple of the worst performing tech stocks in the s&p 500, amd electronic arts seen their core businesses challenged as people move away from traditional pcs and game consoles and toward smartphones and tablets instead. the positive side, companies like sales force, red hat, amazon and intuit that have embraced mobile and clout, they have done well. apple and intuit doubled since october 2007. sales force more than tripled. amazon almost tripled too. so what happens next? ibm's pointing to a new frontier of emerging markets like africa as a gross source. and doubling down on big data. and in mobil
cisco owned the internet. and ibm supposedly yesterday's news, about to lose its revenue crowned to hp. fast-forward to today and it looks like this. microsoft and intel trade where they did then, stifled by a shrinking pc market. cisco has risen, fallen and stabilized. ibm continued to ride high in enterprise tech, flexing its big data muscle. outside the dow, the story of the past 5 1/2 years is mobile and clout. a couple of the worst performing tech stocks in the s&p 500, amd electronic...
49
49
Mar 18, 2013
03/13
by
CNBC
tv
eye 49
favorite 0
quote 0
cisco, rack space, ssi, and first up, channels they distrib the stores. it's the hot brand of the moment. however, selling right now at about almost i would say 27 times next year's estimate, it's kind of expensive to me for what is by definition a fashion stock. i don't think it's a short. i'm saying that it's rich now. if you own this and you haven't taken a profit, take partial profits on it. >> a fashion stock, you've got to worry about the sicycleness the consumer. >> yes. i do stick fashion trends? >> you do. i can tell. >> before and after picture right here. >> right. >> i'm not willing to buy this one. >> cisco, what do you think? >> final forward, hewlett with a lot of cash, they have a lot of cash. trading at ten times estimates. the company is transitioning away, a little also away from routers and switches and more towards software security, more visible revenue, more recurring revenue. i like that transition. we like it. we own it, we've been buying it. >> how do you trade this spot, rack space. >> the stock had a nice pop this morning. ther
cisco, rack space, ssi, and first up, channels they distrib the stores. it's the hot brand of the moment. however, selling right now at about almost i would say 27 times next year's estimate, it's kind of expensive to me for what is by definition a fashion stock. i don't think it's a short. i'm saying that it's rich now. if you own this and you haven't taken a profit, take partial profits on it. >> a fashion stock, you've got to worry about the sicycleness the consumer. >> yes. i do...
79
79
Mar 26, 2013
03/13
by
CNBC
tv
eye 79
favorite 0
quote 0
that yield would be in line with cisco, hp, and microsoft but still less than intel. seems like the street would be satisfied with that, but would it be the kind of catalyst that would cause the stock to run like last year? nobody i talked to thought so, guys. >> i think the key here is that, if you increase the dividend, all of a sudden apple becomes the holding of a dividend fund that needs to see the dividend increases in order to invest in a stock. we've talked to a lot of dividend fund managers who say we need that dividend increase. >> karen finer, he brought that up as well. if their backs are against the wall and they've got to put it somewhere, i think 3% makes a lot of sense. i don't like the company where you compared cisco and hewlett-packard and microsoft, a lot of companies matured, and you've got that 3% dividend yield, and they're a company that's basically gone nowhere. >> it's not a positive to be add the to the dividend. hasn't worked for intel. talk to an intel shareholder, how he likes his 3% dividend. >> it's a very anti-steve jobs thing to do. b
that yield would be in line with cisco, hp, and microsoft but still less than intel. seems like the street would be satisfied with that, but would it be the kind of catalyst that would cause the stock to run like last year? nobody i talked to thought so, guys. >> i think the key here is that, if you increase the dividend, all of a sudden apple becomes the holding of a dividend fund that needs to see the dividend increases in order to invest in a stock. we've talked to a lot of dividend...
104
104
Mar 23, 2013
03/13
by
CNNW
tv
eye 104
favorite 0
quote 0
cisco. tomorrow starts here. [ female announcer ] from meeting customer needs... to meeting patient needs... ♪ wireless is limitless. [ female announcer ] from finding the best way... ♪ to finding the best catch... ♪ wireless is limitless. ♪ i have obligations. cute tobligations, but obligations.g. i need to rethink the core of my portfolio. what i really need is sleep. introducing the ishares core, building blocks for the heart of your portfolio. find out why 9 out of 10 large professional investors choose ishares for their etfs. ishares by blackrock. call 1-800-ishares for a prospectus which includes investment objectives, risks, charges and expenses. read and consider it carefully before investing. risk includes possible loss of principal. >>> good morning and welcome back. boeing is announcing major layoffs in the seattle factories by the end of the year. boeing says that these reductions have been expected, and it adds an additional 500 jobs will be assigned within the company. >>> and north carolina is looking for new licenses to be issued for undocu
cisco. tomorrow starts here. [ female announcer ] from meeting customer needs... to meeting patient needs... ♪ wireless is limitless. [ female announcer ] from finding the best way... ♪ to finding the best catch... ♪ wireless is limitless. ♪ i have obligations. cute tobligations, but obligations.g. i need to rethink the core of my portfolio. what i really need is sleep. introducing the ishares core, building blocks for the heart of your portfolio. find out why 9 out of 10 large...
61
61
tv
eye 61
favorite 0
quote 0
look at cisco systems. it is better by 2%. we are looking at united technology. united technologies is better by 2%. boeing in the face of extremes. it is up nearly 2%. the economically sensitive transports. i want to mention what is moving lower. home depot, which was down earlier, hitting another high today. that is an interesting move. it was home depot that was a really horrific performer back in 2007. as we see, dow transports. these are fedex. the past couple of days, we have been showing this one. it keeps hitting the all-time high. of nearly two full percentage points. that fedex number at about 108.05. that is a five-year high. every time they come out with a problem, everybody says that is an economic problem. we are looking at some 52 week highs. we have 33m, home depot, verizon, pfizer, boeing, american express, jpmorgan and johnson & johnson. this happened early in the session. we are off the earlier highs. if anything pulled back, they are the materials. it seems awfully orderly and awfully quiet. >> we have been expecting this to come along. this s
look at cisco systems. it is better by 2%. we are looking at united technology. united technologies is better by 2%. boeing in the face of extremes. it is up nearly 2%. the economically sensitive transports. i want to mention what is moving lower. home depot, which was down earlier, hitting another high today. that is an interesting move. it was home depot that was a really horrific performer back in 2007. as we see, dow transports. these are fedex. the past couple of days, we have been showing...
124
124
Mar 13, 2013
03/13
by
KRON
tv
eye 124
favorite 0
quote 0
we could see some upper assemblies for napa up, mid- 70s petaluma, down some severance cisco 68 and 72 oakland. 7 day around the bay forecast shows a nice stable weather for the foreseeable future. the next opportunity for rain is tuesday night into wednesday. if you and up to tahoe, snowbound .com. and ours are a base of 38 to 88 in.. squaw valley a base of 25 to 107 and is very 653 a m in the kron4 morning is will be right back. well, well, well. growing up, we didn't have u-verse. we couldn't record four shows at the same time. in my day, you were lucky if you could record two shows. and if mom was recording her dumb show and dad was recording his dumb show then, by george, that's all we watched. and we liked it! today's kids got it so good. [ male announcer ] call to get u-verse tv starting at $19 a month for 2 years with qualifying bundles. rethink possible. >> and her son is dead as first lady, michelle obama will appear on the cover of vogue magazine again. the fashion magazine once again run its shape issues cover that has been in a provision for the last 10 years. previous apr
we could see some upper assemblies for napa up, mid- 70s petaluma, down some severance cisco 68 and 72 oakland. 7 day around the bay forecast shows a nice stable weather for the foreseeable future. the next opportunity for rain is tuesday night into wednesday. if you and up to tahoe, snowbound .com. and ours are a base of 38 to 88 in.. squaw valley a base of 25 to 107 and is very 653 a m in the kron4 morning is will be right back. well, well, well. growing up, we didn't have u-verse. we...
80
80
tv
eye 80
favorite 0
quote 0
the names include cisco, emc and sematech. source fire. ted says he would avoid stocks like that one. a big update for the market. if you are worried about your security systems, nor money, the cyber threat, that continues next hour. dagen: nicole is looking at the dow's best. nicole: 14,286. we are just over ten points off the all-time record high. we continue to hold onto these gains. they have had multiple management changes. you have several names that are gaining double-digit percentage terms. jpmorgan, procter & gamble, home depot and disney all gained 13-point something percent. obviously, some stellar performers for the year 2013. dagen: thank you, nicole spee look look like a good time for apple. they are talking about a iwatch. reporter: it shook up the music and smart phone industry. that they are talking about shaking up the watch industry. the top designer at apple, the top design chief and a staff of 100 people have already filed 75 patents already and they are working on this wearable tech knowledge he that could have a whol
the names include cisco, emc and sematech. source fire. ted says he would avoid stocks like that one. a big update for the market. if you are worried about your security systems, nor money, the cyber threat, that continues next hour. dagen: nicole is looking at the dow's best. nicole: 14,286. we are just over ten points off the all-time record high. we continue to hold onto these gains. they have had multiple management changes. you have several names that are gaining double-digit percentage...
122
122
tv
eye 122
favorite 0
quote 0
names like united technology, hewlett-packard, american express, cisco, bank of america are some of the top performers in percentage terms but about 28 of 30 names are in the green this year and hewlett-packard being the best of the bunch. back to you. ashley: nicole petallides in green as well. thank you so much, nicole. appreciate it. tracy: so what is the dow's new record mean for your portfolio? our next guest says diversification is key. he says for the long term a multiasset class strategy will pay off. michael cue gene mow -- cuggino, permanent portfolio manager manager joins us now. you don't believe this. based on gdp numbers, recession could very well be possible? >> what we're seeing right now is stock market outperformance, you know, because corporate earnings have been strong, companies have squeezed profits out of very little revenue growth. and dividend yields are supportable by those earnings and there is nowhere else to go really for return at the moment. so investors have been going towards stocks, for the better part of last four years. and you know with a couple of b
names like united technology, hewlett-packard, american express, cisco, bank of america are some of the top performers in percentage terms but about 28 of 30 names are in the green this year and hewlett-packard being the best of the bunch. back to you. ashley: nicole petallides in green as well. thank you so much, nicole. appreciate it. tracy: so what is the dow's new record mean for your portfolio? our next guest says diversification is key. he says for the long term a multiasset class...
99
99
Mar 21, 2013
03/13
by
FBC
tv
eye 99
favorite 0
quote 0
charles: cisco. not the cisco that most people think about. we have food outside. everywhere you go there is food. this company has been taking market share for years. they started in 1980. it is an absolute phenomenal company. on the earnings side, you know, the last two earnings, they missed the street. one of the stocks where they want to get into the market. connell: you want to have a conservative pick and you are nervous. charles: a little bit of a pullback. by subscribers earn about 25% cash right now. the bears want to pullback and the bulls want to pullback because you can buy a stock a little bit cheaper. no real big numbers come out for a little while. this is a name that i think people are wondering, you know, i get e-mails all the time. some of the stocks people don't want to do because they are old. this, i think, is perfect for anyone. dagen: they advertise that by the way. charles: they are starting to advertise. it is a big-time company that is actually growing. it is not as awful as the other. dagen: i can always tell if i am eating sycso stuff in
charles: cisco. not the cisco that most people think about. we have food outside. everywhere you go there is food. this company has been taking market share for years. they started in 1980. it is an absolute phenomenal company. on the earnings side, you know, the last two earnings, they missed the street. one of the stocks where they want to get into the market. connell: you want to have a conservative pick and you are nervous. charles: a little bit of a pullback. by subscribers earn about 25%...
101
101
Mar 21, 2013
03/13
by
FBC
tv
eye 101
favorite 0
quote 0
cisco systems is low or today. we see the shares tumbling. the new price target to an underperform from a market perform and now have a price target of $17 from $22, and the firm saying there's just reduced demand for switchers and routers and that, ultimately, will hurt the company going forward. back to you. lori: okay, nicole, thank you. forget the dow struggle today. coming up next, you'll hear the case for dow 16,000 in the next 6-12 months. how you should position your investments right now. melissa: plus, jeff flock on a secrecy assignment for us. what his location may be saying about an improving economy. i love a mystery. lori: dollar's down, the dollar against trading partners a little stronger. 1.2899. we're back after this. >> twenty minutes past the hour, i'm jamie colby. this is your fox news minute. iran's clerical leader warning iran will destroy the cities of tel aviv and hyfa saying rapp has a natural right to enrich uranium. and israel's president believes obama will order an attack on iran if necessary. shooting is the las
cisco systems is low or today. we see the shares tumbling. the new price target to an underperform from a market perform and now have a price target of $17 from $22, and the firm saying there's just reduced demand for switchers and routers and that, ultimately, will hurt the company going forward. back to you. lori: okay, nicole, thank you. forget the dow struggle today. coming up next, you'll hear the case for dow 16,000 in the next 6-12 months. how you should position your investments right...
137
137
Mar 14, 2013
03/13
by
CNBC
tv
eye 137
favorite 0
quote 0
cisco has to break out. okay? it has to break out. >> cisco kid was war. wasn't it? >> yes. what was war good for? absolutely nothing -- boom! guy comes to play. >> say it again. >> we could have had that cue. you just got to give us some warning. >> some people call me maurice. >> what do you make of all the q1 gdp raises we got in mesereau, credit suisse, deutsche is at 3 for q1. >> they wait for retail sales to come out, then they erase. well, thanks for nothing. why don't you do a little ground-up and realize the sales were -- it's so funny. when i come out, i said something positive about macy's the other guy. i said how about target? it's all jcpenney. walmart. jcpenney. jcpenney must have had $400 billion in sales and lost it to everybody. i had a guy on last night from spirit air. he was talking about them being the dollar general or the dollar tree. >> of airlines? >> i thought talk about other companies that have clearly benefited from jcpenney -- spirit airways. right? is there any company that has not benefited from the downfall of penny's? name me a company that
cisco has to break out. okay? it has to break out. >> cisco kid was war. wasn't it? >> yes. what was war good for? absolutely nothing -- boom! guy comes to play. >> say it again. >> we could have had that cue. you just got to give us some warning. >> some people call me maurice. >> what do you make of all the q1 gdp raises we got in mesereau, credit suisse, deutsche is at 3 for q1. >> they wait for retail sales to come out, then they erase. well, thanks...
134
134
Mar 26, 2013
03/13
by
CNBC
tv
eye 134
favorite 0
quote 0
. ♪ cisco. tomorrow starts here. >>> after a day where the market roared higher, dow in all-time high territory, let's not totally forget about the need for capital preservation. you still need something in your portfolio with a b-i-g yield with the ability to raise higher. that's why i want to introduce you tonight to ash ford hospital trust, ahd, they've been working so well in the business of owning hotel properties across the united states. 122 hotels, mostly upscale locations under the marriott, hilton, hyatt, starwood and intercontinental brands names. we know the lodging has been on fire lately. look at the strength of the starwood or marriott as a defensive way to play this trend, 3 to 9% yield. for the most part, the cash they generate peaked back in 2007. but they believe the industry can exceed those numbers as they move further into the recovery and if that happens it will be very good news for ash ford share olders. they paid 21 cents a share, had to discontinue in december 2008. on
. ♪ cisco. tomorrow starts here. >>> after a day where the market roared higher, dow in all-time high territory, let's not totally forget about the need for capital preservation. you still need something in your portfolio with a b-i-g yield with the ability to raise higher. that's why i want to introduce you tonight to ash ford hospital trust, ahd, they've been working so well in the business of owning hotel properties across the united states. 122 hotels, mostly upscale locations...
118
118
Mar 7, 2013
03/13
by
CNBC
tv
eye 118
favorite 0
quote 0
cisco hitting fresh 52-week high on heavy volume. also big battle in tech continues between apple and google. google past app toll become the biggest stock by 50 of the biggest u.s. fund. even though google is trading at a higher valuation than apple, that stock continues to get a bid. and apple trading morning loss. and the big winner on tech earnings, we are seeing many computers in networking space. look at jds uniphase as well as juniper networks up on the day. now back to you. >> thank you. rick santelli is tracking reaction. ricky, did it move the interest rate sector? >> it did to some extent, but not really. and you'll see in a second. if you look at it 24-hour chart, two-day chart, excuse me, of ten-year note yield, you can see the ten-year yield moves higher. but the move started at adp yesterday and continued a bit. probably more due to stocks holding their gains. if you look at one-month chart you can see we are close to high yield closing a little above 2%. contrast that to the ten-year in their own backyard. closer than
cisco hitting fresh 52-week high on heavy volume. also big battle in tech continues between apple and google. google past app toll become the biggest stock by 50 of the biggest u.s. fund. even though google is trading at a higher valuation than apple, that stock continues to get a bid. and apple trading morning loss. and the big winner on tech earnings, we are seeing many computers in networking space. look at jds uniphase as well as juniper networks up on the day. now back to you. >>...
135
135
Mar 21, 2013
03/13
by
CNBC
tv
eye 135
favorite 0
quote 0
cisco. tomorrow starts here. cisco. hey, buddy? oh, hey, flo. you want to see something cool? snapshot, from progressive. my insurance company told me not to talk to people like you. you always do what they tell you? no... try it, and see what your good driving can save you. you don't even have to switch. unless you're scared. i'm not scared, it's... you know we can still see you. no, you can't. pretty sure we can... try snapshot today -- no pressure. try running four.ning a restaurant is hard, fortunately we've got ink. it gives us 5x the rewards on our internet, phone charges and cable, plus at office supply stores. rewards we put right back into our business. this is the only thing we've ever wanted to do and ink helps us do it. make your mark with ink from chase. arrival. with hertz gold plus rewards, you skip the counters, the lines, and the paperwork. zap. it's our fastest and easiest way to get you into your car. it's just another way you'll be traveling at the speed of hertz. >>> no can >>> no can exit in site for the fed. and the market responded. s&p within striking
cisco. tomorrow starts here. cisco. hey, buddy? oh, hey, flo. you want to see something cool? snapshot, from progressive. my insurance company told me not to talk to people like you. you always do what they tell you? no... try it, and see what your good driving can save you. you don't even have to switch. unless you're scared. i'm not scared, it's... you know we can still see you. no, you can't. pretty sure we can... try snapshot today -- no pressure. try running four.ning a restaurant is hard,...
177
177
Mar 13, 2013
03/13
by
CNBC
tv
eye 177
favorite 0
quote 0
cisco, emc, hewlett-packard, ibm, intel, microsoft, net app and oracle. >> well, these are eight stocks more business spending exposed and consumer spending exposed. one of the big exposed names has been weighing on the technology index. these are very low p/es, all companies around for 20, 25 years or more, they've proven their ability to at least survive. and i don't think growth is the question given the valuations. the questions are the survivorship. and we think they will. they tend to be well entrenched. global operating footprints are valuable asset. i think these big cap tech stocks exposed to business spending which i think will improve during 2013, 2014 are one of the few attractive windows of entry into this market right this moment. >> anybody else have thoughts about that around the table? >> well, one to pick out is hewlett-packard, there are a lot of strong companies in that group. the air going out of the balloon. the stocks had a wonderful run. but every business they're in is shrinking even with the business spending. >> looks like a business in decline, but with the p
cisco, emc, hewlett-packard, ibm, intel, microsoft, net app and oracle. >> well, these are eight stocks more business spending exposed and consumer spending exposed. one of the big exposed names has been weighing on the technology index. these are very low p/es, all companies around for 20, 25 years or more, they've proven their ability to at least survive. and i don't think growth is the question given the valuations. the questions are the survivorship. and we think they will. they tend...
125
125
Mar 21, 2013
03/13
by
CNBC
tv
eye 125
favorite 0
quote 0
jabil circuit, another loser after its forecasts were short of expectations and cisco lower on a downgrade. sue, back to you. >>> we're down 85 points now on the dow jones industrial average. perhaps some of that money is seeking the bond market. let's find out. rick santelli's tracking the action for us. hi, ricky. >> reporter: hi, sue. whether it's money coming out of stocks or just money from somewhere, it almost doesn't matter, and between the weakness in equities and early headlines out of cyprus, you see on the intraday chart, that established the session. we're basically down four basis points. right now 192 yield. should we close in this zone, it will be a two-week close. doesn't look like a positive formation if you're looking for yields to move higher. it's really exaggerated by looking at year to date, a boon. the boon right now, at a 56 basis point deficit to the treasuries. that's a wide spread. and the last two-day chart of the euro versus the dollar. should it break through 1.28.80, it could challenge the current four-month lows versus the greenback. sue, back to you. >> ric
jabil circuit, another loser after its forecasts were short of expectations and cisco lower on a downgrade. sue, back to you. >>> we're down 85 points now on the dow jones industrial average. perhaps some of that money is seeking the bond market. let's find out. rick santelli's tracking the action for us. hi, ricky. >> reporter: hi, sue. whether it's money coming out of stocks or just money from somewhere, it almost doesn't matter, and between the weakness in equities and early...
122
122
Mar 8, 2013
03/13
by
CNBC
tv
eye 122
favorite 0
quote 0
our work indicates that health care and technology, cisco, intel on 12 times earnings with 44% yield. that to me is not risk and that's the place where i would recommend retail money goes. >> we'll leave it there. patrick spencer from buried's. thank you so much for your time. >> thank you. >> meantime, investors are sounding alarms over this rally. societiee generale's edwards says the dow feels erie similar to 2007. there's more of his thoughts on the website, cnbc.com. >> change na's february trade figures have caught the markets by stries. on the other hand, imports were down much more than expected, a 15% year on year drop. that was about twice as much as expected. the results was a trade surplus of $15 billion for february. still, economyists are cautioning against reading too much into the data as it's skewed by the timing of the lunar new year holiday. we'll get more china figures tomorrow. inflation and retail sales and industry output on task. if you thought you would have a quiet weekend, forget about it. you have to go through those figures. meanwhile, a ray of home for th
our work indicates that health care and technology, cisco, intel on 12 times earnings with 44% yield. that to me is not risk and that's the place where i would recommend retail money goes. >> we'll leave it there. patrick spencer from buried's. thank you so much for your time. >> thank you. >> meantime, investors are sounding alarms over this rally. societiee generale's edwards says the dow feels erie similar to 2007. there's more of his thoughts on the website, cnbc.com....
125
125
Mar 7, 2013
03/13
by
CNBC
tv
eye 125
favorite 0
quote 0
they recommended equal weight basket of these names, cisco, emc, hewlett, ibm, intel, microsoft, network appliance and oracle, all based on the he can expectation of increased business spending. >> part of the note also that he was making is that ibm, obviously big waiting in the s & p 500, big waiting just in technology indices across-the-board. xlk, for instance, also, if we do see incremental flows in and see fleece etfs and funds that track the dow specifically, because of these record highs, ibm will see a disproportionate benefit from those inflows, not only is it getting the s & p and nasdaq, xlks of the world but the dow diamond, let's say. that could help ibm. shares today basically flat. >> get to pisani in the middle of a crowd today. >> artisan partners, an asset management firm. haven't seep a lot of these going public recently. look investigate good right now price talk was 27 to 29. it priced at 30. right now, looking somewhere around $35. again this is going to settle down. we haven't got a final price yet. looking somewhere around $35. get you the final price there as so
they recommended equal weight basket of these names, cisco, emc, hewlett, ibm, intel, microsoft, network appliance and oracle, all based on the he can expectation of increased business spending. >> part of the note also that he was making is that ibm, obviously big waiting in the s & p 500, big waiting just in technology indices across-the-board. xlk, for instance, also, if we do see incremental flows in and see fleece etfs and funds that track the dow specifically, because of these...
156
156
Mar 19, 2013
03/13
by
CNBC
tv
eye 156
favorite 0
quote 0
so i would like to present both the positive which is cisco doing well, but you have to present both. that's our job. the job to present both. maybe spain. where was santander, and why wasn't santander down 20%? >> the one note, quickly on apple is that around noon yesterday is important and it broke its trend which had been in place since the highs in september. it broke the downtrend on very heavy volume some technicians could actually signal that it's no longer in an uptrend and it's a march toward the positive here and that's just worth noting in terms of the trading action because we did see a nice gain in apple shares and up 2.7% by the end of the day and we're seeing apple shares build on the gains pre-market and it's an interesting momentum stock and maybe the momentum is turning and certainly worth watching here. >> i think you need to see growth and the dividend is great and i want to see growth and i want to see surprising growth and i want to see quarters made. >> would you rather to see apple add to its quarterly dividend and an issue of fat, one-time difference. >> i wou
so i would like to present both the positive which is cisco doing well, but you have to present both. that's our job. the job to present both. maybe spain. where was santander, and why wasn't santander down 20%? >> the one note, quickly on apple is that around noon yesterday is important and it broke its trend which had been in place since the highs in september. it broke the downtrend on very heavy volume some technicians could actually signal that it's no longer in an uptrend and it's a...
181
181
Mar 26, 2013
03/13
by
KRON
tv
eye 181
favorite 0
quote 0
westerly breeze was ever a cisco and '50s in daly city. satellite and radar pictures those we have some portions of san francisco could be the case for the next couple of days. it could cause at pays no clouding us but not much in the wake of rain. the test for the systems we're tracking are not very organized, by 3:00 p.m. maybe a pop-up shower around the livermore valley. we have some rain potentially blundered toured to heavy rain and it will be sunday we will continue to monitor the next couple of days. just in time for the weekend, expect cloudy conditions the temperature is not too bad. it looks like we will continue with unsettled weather as we start the next work week. big changes in your forecast, a heads up for some spring showers. if you are added up to decide how let's take a look at these no bomb that comes the report. sierra tahoe as a base of 33 to 97 in., and norstar 32 to 82 in., a squat valley ranch is sued 97 in.. >> there is no longer read back above the bay bridge westbound. conditions already look great year. but the
westerly breeze was ever a cisco and '50s in daly city. satellite and radar pictures those we have some portions of san francisco could be the case for the next couple of days. it could cause at pays no clouding us but not much in the wake of rain. the test for the systems we're tracking are not very organized, by 3:00 p.m. maybe a pop-up shower around the livermore valley. we have some rain potentially blundered toured to heavy rain and it will be sunday we will continue to monitor the next...
175
175
Mar 18, 2013
03/13
by
CNBC
tv
eye 175
favorite 0
quote 0
cisco. tomorrow starts here. no they don't. hey son. have fun tonight. ♪ ♪ back against the wall ♪ ain't nothin to me ♪ ain't nothin to me [ crowd murmurs ] hey! ♪ [ howls ] ♪ zap technology. arrival. with hertz gold plus rewards, you skip the counters, the lines, and the paperwork. zap. it's our fastest and easiest way to get you into your car. it's just another way you'll be traveling at the speed of hertz. >>> welcome back to "squawk box", everyone. we have shown you how cyprus, the bailout story has been impacting the stock market overall. it's hitting bank stocks in particular. they are down across the board in premarket trading. cyprus would tax as part of a 10 billion euro bailout. maybe money would be coming to some of these banks where the laws are firmer and a little more set in stone. in any event you can see some of the stocks are down. citigroup down 1.8%. when we come back, the cyprus effect on the eurozone. mohammed el-erian will join us. and we'll continue our what's working series. . a brand new start. your
cisco. tomorrow starts here. no they don't. hey son. have fun tonight. ♪ ♪ back against the wall ♪ ain't nothin to me ♪ ain't nothin to me [ crowd murmurs ] hey! ♪ [ howls ] ♪ zap technology. arrival. with hertz gold plus rewards, you skip the counters, the lines, and the paperwork. zap. it's our fastest and easiest way to get you into your car. it's just another way you'll be traveling at the speed of hertz. >>> welcome back to "squawk box", everyone. we have...
152
152
Mar 1, 2013
03/13
by
CNBC
tv
eye 152
favorite 0
quote 0
think about a cisco, david's interview with hewlett-packard. can you imagine if meg whitman begins to get it together? that stock has been a terrible dip. so i guess i'm saying that -- [ bell ringing ] >> there's the opening bell. council of foreign relations celebrating their anniversary. and at the nasdaq. a couple of names they've not gotten to yet. >> up by 9%. fourth quarter beat first quarter guidance. but it wasn't as bad as feared. also keep in mind that there's a huge shortage risk in the stock. 39% of shares outstanding or short. this 9% move is partially exacerbated by this cover. what a move on this stock. >> inventories are lean. >> yes. >> people wanted to see that. they're not long a lot of uggs. i still believe, and i will say it again, that eric weissman will one day look at the trend and say that i want it, in the same he wanted timberland. i know this company used to trade north of $100, gets uggs back together, because it was a couple of bad years, that that brand has some staying power. i really believe that. >> we mentione
think about a cisco, david's interview with hewlett-packard. can you imagine if meg whitman begins to get it together? that stock has been a terrible dip. so i guess i'm saying that -- [ bell ringing ] >> there's the opening bell. council of foreign relations celebrating their anniversary. and at the nasdaq. a couple of names they've not gotten to yet. >> up by 9%. fourth quarter beat first quarter guidance. but it wasn't as bad as feared. also keep in mind that there's a huge...